Data And Contact Management Solutions, LLC 401(K) Retirement Plan — Form 5500 plan (Data And Contact Management Solutions, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Data And Contact Management Solutions, LLC 401(K) Retirement Plan is a benefit plan reported by Data And Contact Management Solutions, LLC under EIN 51-0584320 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $16,646,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Data And Contact Management Solutions, LLC
- EIN
- 51-0584320
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241015090638NAL0016029491001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $16,646,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,646,439
- Net assets (BOY)
- $14,489,505
Income & contributions
- Employer contributions
- $472,543
- Participant contributions
- $1,459,758
- Total contributions
- $2,102,548
- Total income / additions
- $4,684,964
Expenses & distributions
- Benefits paid
- $2,459,718
- Administrative expenses
- $68,312
- Total expenses
- $2,528,030
- Net increase / (decrease)
- $2,156,934
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,646 | $0 | 2023 |
| Resources Investment Adv | INVESTMENT ADVISORY | $17,000 | not reported in the loaded dataset | 2023 |
| Onedigital Investment | INVESTMENT ADVISORY | $5,666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Data And Contact Management Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Principal Life Insurance Company — Schedule C compensation
- Resources Investment Adv — Schedule C compensation
- Onedigital Investment — Schedule C compensation